$210MM AUM | $1.8MM GDC in Portland, OR

Market
Advisor/RIA
Member Level
Lite
Last Activity
within 3 months
General
Compatibility
Location
Portland, OR, US
Listing Type
Buyer | Find Successor
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
779
Avg Client Age
55
Overview

Independent, Portland-based, fee-only RIA since 1988, providing portfolio management and financial planning to high net worth clients. Separately managed accounts using individual bonds , individual stocks and some mutual funds and ETF's.

Looking to purchase/merge a small firm with an established fixed income business using individual bonds or hire an experienced fixed income professional with a book of bond clients who is interested in running a no-load mutual fund that invests in bonds and income-producing stocks.

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